Are you struggling to articulate your brand’s story or connect with clients in a meaningful way? Discover the art and science behind building a powerhouse brand that supports growth and client trust.

In this episode, Rusty Sommer speaks with Randy Lambert and Joe Steuter from Intention.ly about transforming growth through strategic brand messaging. They explore the map to supercharging growth and building a cohesive brand narrative in the ever-evolving financial industry. The conversation highlights practical insights from decades of industry experience, emphasizing the balance between operational efficiency and compelling storytelling. Learn how understanding customer needs, simplifying your brand message, and maintaining internal alignment can differentiate your firm in a competitive landscape.

Randy and Joe discuss: 

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• (03:09) The importance of building strong customer relationships and uncovering their pain points
  
• (04:34) Why simplified storytelling boosts engagement and growth
  
• (07:55) Navigating brand messaging and organizational alignment during mergers and acquisitions
  
• (10:36) The role of core values in managing growth and cultural alignment
  
• (18:23) How brand impacts the recruitment and retention of advisors
  
• (20:39) Tactics for building a strong internal brand that drives external growth
  

We unravel the elements that make a brand powerful and trustworthy, both inside and out. Tune in and refine your own brand strategy!

Connect with Randy Lambert:

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• Intention.ly
  
• LinkedIn: Randy Lambert
  

Connect with Joe Steuter:

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• Intention.ly
  
• LinkedIn: Joe Steuter
  

Connect with Rusty Sommer:

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• Rusty.sommer@flyerft.com 
  
• LinkedIn: Rusty Sommer
  
• Twitter: @RustySommer
  
• Flyer Financial Technologies
  
• LinkedIn: Flyer Financial Technologies
  
• Twitter: Flyer_FT
  

About our Guests: 

Randy Lambert is Intention.ly’s EVP and Head of RIA Solutions. With three decades in the Registered Investment Advisor (RIA) and FinTech space, Randy Lambert has a proven track record of scaling operational processes to manage elite-level growth. By comprehensively understanding the RIA operational process, Randy can enhance processes and provide value that creates a great client and employee experience. His passion is leading a talented team that supports our mission to help every client maximize their Orion experience. Their team does this by championing a proven process that empowers advisors to focus on their top priorities with the highest impact for the advisory firm.In business and in life, the art of the message matters most when building a connection. As the Chief of Communications at Intention.ly, Joe Steuter brings 20 years of brand consulting experience in message development, brand building, and communications strategy to inform, engage, and inspire action. Throughout the past two decades, his work has impacted financial services in varying degrees, from helping independent financial advisors mold their personal stories to building brands at the firm level and playing a central role in articulating brand messages for one of the country’s fastest-growing RIAs in the country.